Investing Experts

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Investing Experts

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast

  1. PRIJE 1 D

    Trinity Capital: An asset manager in BDC clothing

    Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15). Show Notes: Trinity Q3 2024 earnings call transcript Fed sees gradual rate cuts Trinity Capital announces stock repurchase program Read the transcript Black Friday sale: 20% off all of Seeking Alpha!

    26 min

  2. PRIJE 2 D

    Finding winners in biotech, probably the riskiest sector

    Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15). Show Notes: ROTY Biotech Community Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable? Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround Read the transcripts Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    33 min

  3. PRIJE 6 D

    The art of being a contrarian with Courage & Conviction Investing

    Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19. Subscribe to Second Wind Capital Show Notes: Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group BuzzFeed, Inc.: The Elephant In The Room Can Pirouette Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    49 min

  4. 20. STU

    Taking note of market patterns

    David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12. Show Notes: Market Misbehavior with David Keller The Mindful Investor w/ David Keller Sectors all up YTD, but Financials and Energy were the only up last week Bitcoin hits all-time high as it surpasses $93,800 Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    29 min

  5. 18. STU

    Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated

    Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25). Show Notes: Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder Wipeout Boeing: Deliveries Sink, The Turnaround Starts Right Here Intuitive Machines: Misguided Stock Sell Off, Still A Buy Rocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks Stretched Learn more about The Aerospace Forum Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    17 min

  6. 14. STU

    Not all dividend ETFs are created equal

    Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25). Show Notes: Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend Opportunities Steven Bavaria Takes Investors Inside The Income Factory Markets And Dividend Investing Are Evolving - How To Take Advantage Read the transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    32 min

  7. 13. STU

    Short + long strategies and what alpha's really all about

    Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4. Show Notes: Revisiting Illumina NWTN Inc.: The Perfect Fundamental Short CuriosityStream: Too Cheap To Ignore Read the transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    22 min

  8. 12. STU

    Dividend investing: let compounding do its thing

    Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20). Read the transcript Ryne Williams' YouTube channel For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    14 min
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Opis

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast

Informacije

  • Autor
    Seeking Alpha
  • Aktivne godine
    2022. - 2024.
  • Epizode
    221
  • Ocjena
    Korektno
  • Copyright
    © Copyright Seeking Alpha
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    Investing Experts

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